William Blair released a report on Friday in which it analyzes seven trends that are playing out in the rapidly changing investment industry.
The report notes that in this dynamic environment, scale is becoming increasingly critical. Investor trust dominates investors’ choice of advisor. And technology is affecting everything from financial planning to the build-out of unified, personalized customer experiences.
As part of the report, the firm conducted a proprietary poll among 543 U.S. households with income of at least $75,000 and encompassing three age groups: 25 to 34, 35 to 44 and 45 to 54.
See the gallery for the seven themes William Blair considers important in considering what’s next.
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